Charles D. Hyman’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.09M | Buy |
9,043
+45
| +0.5% | +$10.4K | 0.12% | 92 |
|
|
2024
Q1 | $2.05M | Hold |
8,998
| – | – | 0.11% | 95 |
|
|
2023
Q4 | $1.69M | Hold |
8,998
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $1.34M | Sell |
8,998
-50
| -0.6% | -$7.46K | 0.09% | 105 |
|
|
2023
Q2 | $1.58M | Hold |
9,048
| – | – | 0.1% | 105 |
|
|
2023
Q1 | $1.49M | Buy |
9,048
+564
| +7% | +$93K | 0.1% | 103 |
|
|
2022
Q4 | $1.25M | Sell |
8,484
-100
| -1% | -$14.8K | 0.09% | 103 |
|
|
2022
Q3 | $1.16M | Sell |
8,584
-1,663
| -16% | -$224K | 0.09% | 102 |
|
|
2022
Q2 | $1.42M | Hold |
10,247
| – | – | 0.1% | 101 |
|
|
2022
Q1 | $1.92M | Buy |
10,247
+243
| +2% | +$45.4K | 0.12% | 97 |
|
|
2021
Q4 | $1.64M | Hold |
10,004
| – | – | 0.1% | 104 |
|
|
2021
Q3 | $1.68M | Hold |
10,004
| – | – | 0.12% | 101 |
|
|
2021
Q2 | $1.65M | Hold |
10,004
| – | – | 0.12% | 98 |
|
|
2021
Q1 | $1.42M | Sell |
10,004
-171
| -2% | -$24.2K | 0.1% | 98 |
|
|
2020
Q4 | $1.23M | Sell |
10,175
-2,780
| -21% | -$336K | 0.1% | 107 |
|
|
2020
Q3 | $1.3M | Sell |
12,955
-200
| -2% | -$20.1K | 0.11% | 101 |
|
|
2020
Q2 | $1.25M | Hold |
13,155
| – | – | 0.12% | 94 |
|
|
2020
Q1 | $1.13M | Sell |
13,155
-364
| -3% | -$31.2K | 0.14% | 83 |
|
|
2019
Q4 | $1.68M | Buy |
13,519
+430
| +3% | +$53.5K | 0.16% | 81 |
|
|
2019
Q3 | $1.55M | Hold |
13,089
| – | – | 0.16% | 81 |
|
|
2019
Q2 | $1.62M | Hold |
13,089
| – | – | 0.17% | 82 |
|
|
2019
Q1 | $1.43M | Buy |
13,089
+1,478
| +13% | +$162K | 0.15% | 89 |
|
|
2018
Q4 | $1.11M | Hold |
11,611
| – | – | 0.13% | 91 |
|
|
2018
Q3 | $1.24M | Sell |
11,611
-300
| -3% | -$31.9K | 0.13% | 92 |
|
|
2018
Q2 | $1.17M | Hold |
11,911
| – | – | 0.13% | 92 |
|
|
2018
Q1 | $1.11M | Hold |
11,911
| – | – | 0.13% | 91 |
|
|
2017
Q4 | $1.18M | Buy |
11,911
+2,000
| +20% | +$199K | 0.14% | 87 |
|
|
2017
Q3 | $897K | Sell |
9,911
-85
| -0.9% | -$7.69K | 0.11% | 92 |
|
|
2017
Q2 | $842K | Hold |
9,996
| – | – | 0.11% | 91 |
|
|
2017
Q1 | $791K | Sell |
9,996
-125
| -1% | -$9.89K | 0.1% | 94 |
|
|
2016
Q4 | $750K | Hold |
10,121
| – | – | 0.11% | 95 |
|
|
2016
Q3 | $648K | Sell |
10,121
-600
| -6% | -$38.4K | 0.1% | 97 |
|
|
2016
Q2 | $651K | Buy |
10,721
+1,871
| +21% | +$114K | 0.1% | 98 |
|
|
2016
Q1 | $543K | Sell |
8,850
-2,100
| -19% | -$129K | 0.09% | 104 |
|
|
2015
Q4 | $762K | Sell |
10,950
-2,051
| -16% | -$143K | 0.13% | 92 |
|
|
2015
Q3 | $964K | Sell |
13,001
-200
| -2% | -$14.8K | 0.17% | 83 |
|
|
2015
Q2 | $1.03M | Sell |
13,201
-355
| -3% | -$27.6K | 0.16% | 86 |
|
|
2015
Q1 | $1.06M | Buy |
13,556
+1
| +0% | +$78 | 0.17% | 85 |
|
|
2014
Q4 | $1.26M | Hold |
13,555
| – | – | 0.2% | 80 |
|
|
2014
Q3 | $1.19M | Sell |
13,555
-299
| -2% | -$26.2K | 0.2% | 82 |
|
|
2014
Q2 | $1.31M | Sell |
13,854
-126
| -0.9% | -$12K | 0.22% | 84 |
|
|
2014
Q1 | $1.26M | Buy |
13,980
+1
| +0% | +$90 | 0.23% | 84 |
|
|
2013
Q4 | $1.27M | Hold |
13,979
| – | – | 0.23% | 84 |
|
|
2013
Q3 | $1.06M | Buy |
13,979
+1
| +0% | +$76 | 0.21% | 84 |
|
|
2013
Q2 | $1.05M | Buy |
+13,978
| New | +$1.05M | 0.21% | 82 |
|